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Strategic Investor Acquisition Specialist
2 weeks ago
Our organization seeks a seasoned professional to fill a key role. As an Associate Partner, you will be responsible for developing and executing strategies to identify and attract new investors from high-net-worth individuals.
Daily Responsibilities:
- Develop and execute investment strategies to attract high-net-worth clients.
- Present investment opportunities to potential clients and address any inquiries or concerns they may have.
- Develop and handle client portfolios and profiling of structured investment products.
- Manage cash-flow and negotiate contracts with clients.
- Act as main point of contact for clients and foster long-term relationships with them.
Required Skills:
- Excellent communication skills.
- Proven experience in handling high-net-worth clients for investment purposes.
- Strong interpersonal and relationship building skills.